Boeing to Supply 767's for DHL US Operations

[AV8OR]

Hey,

On a positive note....this'll probably bring the "ILN ops" thread to a screaching halt. Sweet.

 

[penguin22]

Well this oughta spice up the conversation!

But there's no need to speculate who's gonna fly the airplanes. Whistlin'Dan already told us. DHL's gonna give the airplanes to either FDX or UPS. Something about a strategic alliance.

 

[Narco-leftseat]

Hey,
How many human heads can a 767-300 hold ?

 

[Whistlin' Dan]

But there's no need to speculate who's gonna fly the airplanes. Whistlin'Dan already told us. DHL's gonna give the airplanes to either FDX or UPS. Something about a strategic alliance.

What I said was that given recent developments, DHL might well be considering farming out their U.S. distribution to either FedEx or UPS in exchange for some assistance in accessing markets currently served by DHL International.

Think about it. For all their foibles, DHL is still the undisputed "Big Dog" in many foreign countries. It's here that their service sucks, and it's here that they're hemmoraging money.

Meanwhile, FedEx and UPS have a virtual lock on making reliable overnight connections between any 2 mailboxes (or doorways) here in the United States. Should either one team with DHL, it would accelerate that company's presence in the International market by at least 5 years. I don't know if that's what DHL is hoping will happen, but it would explain their resistance to investing in infrastructure here.

As for the -300's, it's a sure bet that ABX won't get them because they have cargo doors, and Astar won't get them because they're new.

 

[MACHTRANSDUCER]

what about the abus lease expiration?

How about these replacing the bus and supplementing the dod charters astar does already instead of using the 8's, alot cheaper?

 

[abxaviator]

What I said was that given recent developments, DHL might well be considering farming out their U.S. distribution to either FedEx or UPS in exchange for some assistance in accessing markets currently served by DHL International.

Think about it. For all their foibles, DHL is still the undisputed "Big Dog" in many foreign countries. It's here that their service sucks, and it's here that they're hemmoraging money.

Meanwhile, FedEx and UPS have a virtual lock on making reliable overnight connections between any 2 mailboxes (or doorways) here in the United States. Should either one team with DHL, it would accelerate that company's presence in the International market by at least 5 years. I don't know if that's what DHL is hoping will happen, but it would explain their resistance to investing in infrastructure here.

As for the -300's, it's a sure bet that ABX won't get them because they have cargo doors, and Astar won't get them because they're new.

So, let me be sure I understand. DHL is going to line UPS or FDX coffers by hiring them for US distribution AND help one of them to compete with DHL internationally!?! Barkeep! I'll have what he's having!!

As for the cargo doors, all our recent and future deliveries have doors, but you knew that.

 

[Browntothebone]

http://www.airlinepilotforums.com/showthread.php?t=6069

My prediction for how the integrator industry will shake out within the next 2 to 15 years, i.e. at some point after Open Skies goes through and Fred Smith steps down:

1. DHL http://www.dpwn.de/dpwn?tab=1&skin=h...File=20 06675 will acquire FedEx to gain instant market share in the US.
2. UPS will have to counter by acquiring TNT http://www.tnt.com/.

or:

1. UPS will acquire TNT http://www.tnt.com/.
2. DHL will have to counter by acquiring FedEx.

Long term there is not room for 3 integrators and the Coke and Pepsi of express volume will end up being DHL and UPS. Schenker http://www.schenker.com/english/company/index.html will eventually also be absorbed by either DHL or UPS.

 

[penguin22]

What I said was that given recent developments, DHL might well be considering farming out their U.S. distribution to either FedEx or UPS in exchange for some assistance in accessing markets currently served by DHL International.

Think about it. For all their foibles, DHL is still the undisputed "Big Dog" in many foreign countries. It's here that their service sucks, and it's here that they're hemmoraging money.

Meanwhile, FedEx and UPS have a virtual lock on making reliable overnight connections between any 2 mailboxes (or doorways) here in the United States. Should either one team with DHL, it would accelerate that company's presence in the International market by at least 5 years. I don't know if that's what DHL is hoping will happen, but it would explain their resistance to investing in infrastructure here.

As for the -300's, it's a sure bet that ABX won't get them because they have cargo doors, and Astar won't get them because they're new.

Yes, yes! Of course you're right!! We're all Doomed !!


DOOMED !!

 

[Whistlin' Dan]

So, let me be sure I understand. DHL is going to line UPS or FDX coffers by hiring them for US distribution AND help one of them to compete with DHL internationally!?!

I suppose you could characterize it that way. But I think it would be more accurate to say that DHL would become a partner of UPS or FedEx, either through an outright purchase/merger or through some form of "strategic alliance" as previously mentioned. The latter would see both companies retain their respective corporate identities, which would ease any concerns that might be raised about "foreign ownership." Such an arrangement would allow both companies to focus on their core areas of expertise, that being International (DHL) and domestic (FedEx/UPS). DHL never capitalized on the explosive growth of overnight express in the 80's and 90's, and even if they were to spend the 3-5 billion dollars it would take to become competitive, it's unlikely they could make any significant inroads into the domestic market now. That ship has sailed...

Both UPS and FedEx have major hubs on both the east and west coasts that are fully capable of handling distribution of the international product anywhere in the continental United States. The domestic product would be routed through Louisville (or Memphis) as they are now.

And what would Polar's role be in all this, you ask? They would be there for the same reasons they are now...to keep some downward pressure upon, and a back-up labor force to, whatever company DHL partners with. Who knows...maybe ABX/Astar would be kept on "life-support" for similar reasons?

Please, I'm not trying to "prophesize doom" here, just point out some areas of exposure that the pilots of both ABX and Astar face in the near future. The guys at Astar have had sunshine blown up their a$$es for years, and are only now realizing that their continued presence in the DHL system is about as assured as that of "Moe," the guy who reloads the snack machine in the employee cafeteria every Tuesday.

 

[Whistlin' Dan]

Yes, yes! Of course you're right!! We're all Doomed !!

Well, yes, it IS possible.

Cranio-rectal insertion HAS been known to cause death in pilots.